Semiconductor News & Analysis Feed
2830 articles
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-02
sg.finance.yahoo.com
2026-07-02
Yahoo Finance Singapore
How Taiwan Semiconductor's Global N3 Expansion Plan Is Taking Shape
Moumi Mondal
Thu, 2 July 2026 at 6:52 am GMT-7 3 min read
2330.TW
+1.02%
TSM
+0.65%
Taiwan Semiconductor Manufacturing Company TSM is accelerating capital spending to expand global capacity for 3-nanometer FinFET (N3) technologies in response to strong demand for artificial intelligence (AI) applications. The move is expected to
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cohu Is Riding AI and HBM Trends But Execution Still Matters
Cohu, Inc. Price and Consensus · Zacks
Anirudha Bhagat
Thu, July 2, 2026 at 6:48 AM PDT 3 min read
COHU
+2.26%
TER
+2.47%
ADTTF
-16.75%
ATEYY
+0.80%
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Trading disclosure
Cohu, Inc. COHU is becoming a more visible small-cap play on semiconductor test demand tied to AI infrastructure.
The story is not just about
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?
Danielle Liverance
Thu, July 2, 2026 at 6:45 AM PDT 5 min read
MU
+0.27%
LRCX
+2.52%
005930.KS
-6.25%
000660.KS
-5.68%
NVDA
+3.24%
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Trading disclosure
Quick Read
Lorraine Tan warns that Micron, which has surged 305% year to date, faces a 20 to 30% correction as Samsung and SK Hynix supply floods the
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now
Fahad Saleem
Thu, July 2, 2026 at 6:44 AM PDT 2 min read
NLST
-1.39%
MU
+0.26%
SNDK
+3.41%
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Trading disclosure
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You S
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
Zacks Equity Research
Thu, July 2, 2026 at 6:30 AM PDT 4 min read
2330.TW
+1.02%
TSM
+0.91%
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Trading disclosure
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) ana
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Micron vs. Sandisk: Which Stock Is the Better Buy for the AI Memory Boom?
Jack Delaney, The Motley Fool
Thu, July 2, 2026 at 6:30 AM PDT 6 min read
MU
+1.11%
SNDK
+6.77%
NVDA
+3.65%
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Trading disclosure
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of m
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Prediction: This Will Be the Next AI Stock to Split (Hint: It's Not Micron or Sandisk)
Micah Zimmerman, The Motley Fool
Thu, July 2, 2026 at 6:20 AM PDT 5 min read
NVDA
+3.92%
MU
+0.71%
SNDK
+3.66%
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Trading disclosure
It seems like everyone wants to talk about Nvidia when the conversation turns to artificial intelligence (AI) infrastructure. Fair enough. But there's a qu
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
AAPL
+1.15%
MU
+0.31%
NVDA
+3.37%
WDC
+0.17%
SNDK
+3.58%
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Trading disclosure
Quick Read
Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Synopsys, Inc. (SNPS) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Thu, July 2, 2026 at 6:00 AM PDT 5 min read
SNPS
-0.49%
^GSPC
-0.28%
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Trading disclosure
Synopsys (SNPS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's per
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
Bailey Pemberton
Thu, July 2, 2026 at 4:10 AM PDT 4 min read
QCOM
+1.96%
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Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices.
The inde
2026-07-02
uk.finance.yahoo.com
2026-07-02
Yahoo Finance UK
Currys falls as AI-driven chip shortage raises fears of higher electronics prices
Proactive
Thu, 2 July 2026 at 3:57 am GMT-7 2 min read
CURY.L
-1.52%
CURY
Currys falls as AI-driven chip shortage raises fears of higher electronics prices Proactive uses images sourced from Shutterstock
Currys PLC (LSE:CURY) shares fell 4.3% to 156.6p despite reporting strong annual results, as concerns over an eme
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Up 309% in 2026, Is Micron Stock Still a Buy Right Now?
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 3:06 AM PDT 3 min read
MU
-1.83%
^GSPC
-0.97%
NVDA
+0.18%
SNDK
-0.54%
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Trading disclosure
Micron Technology (NASDAQ: MU) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best perfor
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Nvidia launches revenue-sharing model to help AI startups access computing power (NVDA)
Fiona Craig
Thu, July 2, 2026 at 2:36 AM PDT 1 min read
NVDA
+0.21%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia sign on building ©Adobe Stock Images
Nvidia (NASDAQ:NVDA) has unveiled a new initiative designed to help artificial intelligence startups gain access to high-performance computing infrastructu
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Cantor Fitzgerald Raises Price Target on ON Semiconductor Corporation (ON)
Fatima Gulzar
Wed, July 1, 2026 at 11:38 PM PDT 2 min read
ON
+1.39%
SYNA
+2.27%
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Trading disclosure
ON Semiconductor Corporation (NASDAQ:ON) is among the Most Promising Stocks.
On June 29, Cantor Fitzgerald raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $110 from $100. T
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
Omor Ibne Ehsan
Wed, July 1, 2026 at 4:40 PM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
SOXX
-5.13%
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Trading disclosure
Quick Read
Trump praised Micron (MU) on Truth Social, but after an 838% run the stock still dropped 10%, proving that presidential endorsements can't m
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Why Applied Materials (AMAT) Shares Are Falling Today
Weixin Lin
Wed, July 1, 2026 at 3:17 PM PDT 3 min read
AMAT
-6.46%
SMH
-3.78%
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Trading disclosure
Why Applied Materials (AMAT) Shares Are Falling Today
What Happened?
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) fell 11.2% in the afternoon session after the company was caught in a bro
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
2330.TW
+1.02%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
TSM
-4.25%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) closed at $444.23 in the latest trading session, ma
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 2:45 PM PDT 3 min read
AMAT
-6.46%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials (AMAT) closed at $650.91 in the latest tradin
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
Trade CDNS on Coinbase
Trading disclosure
Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th